Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.
OCBA ELDER LAW & SPECIAL NEEDS SECTION ANNUAL SEMINAR
SPECIAL NEEDS TRUSTS & ABLE ACT ACCOUNTS
Start Date - End Date
September 15, 2020
5:30 PM - 7:30 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
For assistance, please email info@ocbar.org.
Speakers:
A.J. Battaglia, Esq.
Battaglia & Waltari
A.J. brings experience in public benefits and special needs planning as a trusts and estates attorney at Battaglia & Waltari. A.J. is committed to enhancing the lives of persons with disabilities by working with their families and the professionals who support them to develop and implement plans that promote independence while preserving public benefits.
Bronson E. DeKoning, Esq.
Battaglia & Waltari
As a trust and estates attorney at Battaglia & Waltari, Bronson helps individuals and families with comprehensive estate planning, trust administration, probate, and conservatorships. Bronson enjoys educating and empowering his clients with legal knowledge and tools that allow them to achieve their personal and family planning objectives with peace of mind.
Moderated by Brooke A. Weitzman, Esq., Elder Law & Disability Rights Center
Special Needs Trusts & ABLE Act Accounts
Topics to be covered include:
- Public Benefits
- First Party & Third Party Special Needs Trusts
- ABLE Act Accounts
This program is approved for 2.0 CLE Credit. Attendees must have participated in the program in its entirety to receive MCLE credit.
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
Speakers
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